Root Financial Partners, LLC
ENCINITAS CA · SEC CIK 0001977181
$25.74亿2026Q2 申报市值
410持仓数
65.6%前十大占比 · 第一大 16.6%
10 / 3068新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFLV 加仓+$6,208.08万
DIMENSIONAL U.S. 加仓+$6,119.81万
DFEV 加仓+$4,785.09万
DFSD 加仓+$3,084.41万
DFCF 加仓+$2,472.12万
2026Q2 卖出最多 按季末市值估算
DFUS 减仓-$7,597.52万
DFUV 减仓-$1,360.53万
DIMENSIONAL US S 减仓-$905.75万
DFAE 减仓-$600.31万
AAPL 减仓-$215.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FMBH | FIRST MID BANCSHARES INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1,277 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $0 | 0.00% | 0 | -35 | -100.0% | -$1,276 | 清仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$1,275 | 清仓 |
| ADEA | ADEIA INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$1,274 | 清仓 |
| PSFE | PAYSAFE LIMITED SHS | $0 | 0.00% | 0 | -187 | -100.0% | -$1,273 | 清仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $0 | 0.00% | 0 | -28 | -100.0% | -$1,271 | 清仓 |
| DGICA | DONEGAL GROUP INC CL A | $0 | 0.00% | 0 | -74 | -100.0% | -$1,271 | 清仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$1,271 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $0 | 0.00% | 0 | -61 | -100.0% | -$1,266 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $0 | 0.00% | 0 | -281 | -100.0% | -$1,265 | 清仓 |
| GSBC | GREAT SOUTHN BANCORP INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,263 | 清仓 |
| BWFG | BANKWELL FINL GROUP INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1,262 | 清仓 |
| BELFA | BEL FUSE INC CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$1,261 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -96 | -100.0% | -$1,260 | 清仓 |
| TASK | TASKUS INC CLASS A COM | $0 | 0.00% | 0 | -187 | -100.0% | -$1,255 | 清仓 |
| MPB | MID PENN BANCORP INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$1,254 | 清仓 |
| APEI | AMERICAN PUB ED INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$1,251 | 清仓 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $0 | 0.00% | 0 | -99 | -100.0% | -$1,247 | 清仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $0 | 0.00% | 0 | -32 | -100.0% | -$1,244 | 清仓 |
| NBBK | NB BANCORP INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$1,243 | 清仓 |
| EDIT | EDITAS MEDICINE INC COM | $0 | 0.00% | 0 | -503 | -100.0% | -$1,242 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $0 | 0.00% | 0 | -49 | -100.0% | -$1,241 | 清仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $0 | 0.00% | 0 | -97 | -100.0% | -$1,236 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -73 | -100.0% | -$1,231 | 清仓 |
| ARVN | ARVINAS INC COM | $0 | 0.00% | 0 | -116 | -100.0% | -$1,230 | 清仓 |
| REX | REX AMERICAN RES CORP COM | $0 | 0.00% | 0 | -27 | -100.0% | -$1,230 | 清仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1,225 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC CLASS A ORD | $0 | 0.00% | 0 | -27 | -100.0% | -$1,225 | 清仓 |
| GNK | GENCO SHIPPING & TRADING LTD SHS | $0 | 0.00% | 0 | -54 | -100.0% | -$1,218 | 清仓 |
| SMBC | SOUTHERN MO BANCORP INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$1,215 | 清仓 |
| PENN | PENN ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$1,202 | 清仓 |
| LADR | LADDER CAP CORP CL A | $0 | 0.00% | 0 | -123 | -100.0% | -$1,202 | 清仓 |
| MXL | MAXLINEAR INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$1,200 | 清仓 |
| BAND | BANDWIDTH INC COM CL A | $0 | 0.00% | 0 | -67 | -100.0% | -$1,194 | 清仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $0 | 0.00% | 0 | -63 | -100.0% | -$1,193 | 清仓 |
| LNN | LINDSAY CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,191 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $0 | 0.00% | 0 | -24 | -100.0% | -$1,187 | 清仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$1,184 | 清仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $0 | 0.00% | 0 | -19 | -100.0% | -$1,184 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -68 | -100.0% | -$1,184 | 清仓 |
| CUBI | CUSTOMERS BANCORP INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,180 | 清仓 |
| BANC | BANC OF CALIFORNIA INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1,178 | 清仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $0 | 0.00% | 0 | -63 | -100.0% | -$1,177 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -74 | -100.0% | -$1,177 | 清仓 |
| EDD | MORGAN STANLEY EMERGING MKTS COM | $0 | 0.00% | 0 | -232 | -100.0% | -$1,176 | 清仓 |
| FROG | JFROG LTD ORD SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,173 | 清仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$1,172 | 清仓 |
| SYM | SYMBOTIC INC CLASS A COM | $0 | 0.00% | 0 | -22 | -100.0% | -$1,170 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$1,166 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$1,165 | 清仓 |
| CMRC | COMMERCE.COM INC COM SER 1 | $0 | 0.00% | 0 | -435 | -100.0% | -$1,161 | 清仓 |
| PNTG | PENNANT GROUP INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$1,158 | 清仓 |
| — | GENTER CAPITAL DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -94 | -100.0% | -$1,157 | 清仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $0 | 0.00% | 0 | -118 | -100.0% | -$1,156 | 清仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $0 | 0.00% | 0 | -26 | -100.0% | -$1,155 | 清仓 |
| TRTX | TPG RE FIN TR INC COM | $0 | 0.00% | 0 | -147 | -100.0% | -$1,148 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $0 | 0.00% | 0 | -33 | -100.0% | -$1,145 | 清仓 |
| TCOM | TRIP COM GROUP LTD ADS | $0 | 0.00% | 0 | -23 | -100.0% | -$1,145 | 清仓 |
| CARE | CARTER BANKSHARES INC COM NEW | $0 | 0.00% | 0 | -49 | -100.0% | -$1,143 | 清仓 |
| — | AVALONBAY CMNTYS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,143 | 清仓 |
| CSV | CARRIAGE SVCS INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,142 | 清仓 |
| CAC | CAMDEN NATL CORP COM | $0 | 0.00% | 0 | -24 | -100.0% | -$1,139 | 清仓 |
| BY | BYLINE BANCORP INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$1,137 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $0 | 0.00% | 0 | -203 | -100.0% | -$1,133 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -24 | -100.0% | -$1,130 | 清仓 |
| ATS | ATS CORPORATION COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1,128 | 清仓 |
| PAYO | PAYONEER GLOBAL INC COM | $0 | 0.00% | 0 | -233 | -100.0% | -$1,125 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $0 | 0.00% | 0 | -15 | -100.0% | -$1,124 | 清仓 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $0 | 0.00% | 0 | -103 | -100.0% | -$1,121 | 清仓 |
| IBRX | IMMUNITYBIO INC COM | $0 | 0.00% | 0 | -146 | -100.0% | -$1,120 | 清仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$1,117 | 清仓 |
| MSBI | MIDLAND STATES BANCORP INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$1,116 | 清仓 |
| MGA | MAGNA INTL INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,116 | 清仓 |
| — | MCCORMICK & CO INC COM VTG | $0 | 0.00% | 0 | -22 | -100.0% | -$1,108 | 清仓 |
| — | NATHANS FAMOUS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1,108 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1,107 | 清仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD SHS | $0 | 0.00% | 0 | -28 | -100.0% | -$1,105 | 清仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $0 | 0.00% | 0 | -33 | -100.0% | -$1,099 | 清仓 |
| CNXC | CONCENTRIX CORP COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1,094 | 清仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,090 | 清仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $0 | 0.00% | 0 | -131 | -100.0% | -$1,089 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$1,087 | 清仓 |
| DRD | DRDGOLD LIMITED SPON ADR REPSTG | $0 | 0.00% | 0 | -37 | -100.0% | -$1,087 | 清仓 |
| CCBG | CAPITAL CITY BANK COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,087 | 清仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $0 | 0.00% | 0 | -42 | -100.0% | -$1,086 | 清仓 |
| — | WHITESTONE REIT COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1,082 | 清仓 |
| — | BANK FIRST CORPORATION COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,080 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -180 | -100.0% | -$1,076 | 清仓 |
| LGN | LEGENCE CORP CL A | $0 | 0.00% | 0 | -19 | -100.0% | -$1,073 | 清仓 |
| ANGO | ANGIODYNAMICS INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$1,069 | 清仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $0 | 0.00% | 0 | -32 | -100.0% | -$1,069 | 清仓 |
| BLZE | BACKBLAZE INC COM CL A | $0 | 0.00% | 0 | -309 | -100.0% | -$1,066 | 清仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$1,065 | 清仓 |
| CLW | CLEARWATER PAPER CORP COM | $0 | 0.00% | 0 | -74 | -100.0% | -$1,064 | 清仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $0 | 0.00% | 0 | -48 | -100.0% | -$1,064 | 清仓 |
| TK | TEEKAY CORPORATION LTD SHS | $0 | 0.00% | 0 | -87 | -100.0% | -$1,062 | 清仓 |
| CLB | CORE LABORATORIES INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$1,058 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,057 | 清仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$1,057 | 清仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $0 | 0.00% | 0 | -38 | -100.0% | -$1,056 | 清仓 |